financial services, namely, financial analysis and consultation relating to financial investments, financial forecasting, and financial planning and investment advisory services; wealth management services; securities brokerage and securities broker dealer services; excluding from all of the foregoing, payment-related services, payment card, bank card, debit card, credit card, charge card, magnetic encoded card, smart card, telephone calling card, stored value and/or prepaid card services, the marketing, distribution, provision and issuance of such cards or services, Automated Teller Machines ("ATM") and ATM services, electronic funds and currency transfer services, electronic payment services, person-to-person payment services, and banking services not relating to financial investments or the maintenance of brokerage accounts for such investments